AOMR · Angel Oak Mortgage REIT, Inc. · Shareholders & Ownership

$7.29 -0.12 (-1.55%) Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$171.79M

23.21M

Volume · Oct 28 52.42K Avg daily vol (3M) 138.57K

Every disclosed holder of AOMR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AOMR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	81	16,561,638	71.34%	Yes
Insiders (Forms 3, 4, 5)	8	5,991,039	25.81%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	662,200	2.85%	Rest
Registered funds (N-PORT, not summed)	84	3,820,014	16.46%	No

Shares outstanding: 23,214,877, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AOMR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,172,061	22.28%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Zhong Tian ce (David) Insider CIK 2074449 · Jun 17, 2025 Director, 10% Owner, issuer-wide	5,172,061	22.28%	—	Jun 17, 2025	Director, 10% Owner, issuer-wide
3	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,138,589	9.21%	+495,207	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Victory Pioneer Multi-Asset Income Fund Fund S000089756 · Registered fund · Jul 31, 2026 Victory Portfolios IV, not summed	1,073,754	4.63%	+129,694	Jul 31, 2026	Victory Portfolios IV, not summed
3.2	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,153	0.01%	+14	Jul 31, 2026	Victory Portfolios III, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,344,764	5.79%	+438,126	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,344,010	5.79%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	485,962	2.09%	+173,687	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Mortgage Real Estate ETF Fund S000015626 · Registered fund · Jun 30, 2026 iShares Trust, not summed	191,531	0.83%	+23,915	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	129,239	0.56%	+61,712	Jun 30, 2026	iShares Trust, not summed
4.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	73,674	0.32%	+24,382	Jun 30, 2026	iShares Trust, not summed
5	Davidson Kempner Capital Management LP 13D CIK 1595082 · Registered investment adviser · Aug 4, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands not summed	1,158,320	4.99%	0	Aug 4, 2026	not summed
5.1	Davidson Kempner Capital Management LP 13F CIK 1595082 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,858,320	8.00%	-1,794,353	Jun 30, 2026	carried, not yet filed for the newest quarter
5.2	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP Insider CIK 1595082 · May 19, 2026 10% Owner, issuer-wide, not summed	1,858,320	8.00%	-1,794,353	May 19, 2026	10% Owner, issuer-wide, not summed
6	MASTERS CAPITAL MANAGEMENT LLC 13F CIK 1104186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	4.31%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	884,284	3.81%	+104,594	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	712,783	3.07%	+107,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	JACOBS ASSET MANAGEMENT, LLC 13F CIK 1351063 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,585	1.92%	+69,585	Jun 30, 2026	carried, not yet filed for the newest quarter
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	431,427	1.86%	+14,692	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,480	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	264	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
11	Fierman Michael Insider CIK 1724044 · Sep 25, 2026 Director, 10% Owner, issuer-wide	420,247	1.81%	+38,726	Sep 25, 2026	Director, 10% Owner, issuer-wide
12	WOLVERINE ASSET MANAGEMENT LLC 13F CIK 1279891 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	399,630	1.72%	+169,748	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	397,428	1.71%	+17,852	Jun 30, 2026	carried, not yet filed for the newest quarter
14	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	222,684	0.96%	+11,387	Jun 30, 2026	carried, not yet filed for the newest quarter
15	RIVERBRIDGE PARTNERS LLC 13F CIK 1112325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,078	0.86%	+1,686	Jun 30, 2026	carried, not yet filed for the newest quarter
16	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	184,255	0.79%	-390,780	Jun 30, 2026	carried, not yet filed for the newest quarter
17	North Ground Capital 13F CIK 2055446 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,369	0.71%	+27,945	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	151,336	0.65%	+9,957	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	151,003	0.65%	+242	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	150,817	0.65%	+55,478	Jun 30, 2026	carried, not yet filed for the newest quarter
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	145,905	0.63%	+21,385	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Hoya Capital High Dividend Yield ETF Fund S000073033 · Registered fund · May 31, 2026 ETF Series Solutions, not summed	142,289	0.61%	+6,195	May 31, 2026	ETF Series Solutions, not summed
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,287	0.49%	+31,487	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Filson Brandon Insider CIK 1866903 · Sep 22, 2026 CFO & Treasurer, issuer-wide	107,815	0.46%	-65,000	Sep 22, 2026	CFO & Treasurer, issuer-wide
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,453	0.45%	+9,615	Jun 30, 2026	carried, not yet filed for the newest quarter
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	102,092	0.44%	+8,166	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	42,998	0.19%	+10,111	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
27	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	95,863	0.41%	+64,640	Jun 30, 2026	carried, not yet filed for the newest quarter
28	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,293	0.39%	-7,276	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MINAMI W D Insider CIK 1261919 · Sep 10, 2026 Director, issuer-wide	87,118	0.38%	+6,800	Sep 10, 2026	Director, issuer-wide
30	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	81,107	0.35%	-9,634	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	73,047	0.31%	+5,115	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	72,219	0.31%	+4,443	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Morgan Jonathan Insider CIK 1587373 · May 13, 2026 Director, issuer-wide	64,677	0.28%	+11,737	May 13, 2026	Director, issuer-wide
34	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	53,416	0.23%	+4,702	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JONES CRAIG B Insider CIK 1231793 · May 13, 2026 Director, issuer-wide	51,308	0.22%	+11,737	May 13, 2026	Director, issuer-wide
36	Parsons Landon Insider CIK 1866762 · May 13, 2026 Director, issuer-wide	49,832	0.21%	+11,737	May 13, 2026	Director, issuer-wide
37	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,856	0.18%	+1,217	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,931	0.18%	+9,471	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	Alpine Global Management, LLC 13F CIK 1581655 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	42,603	0.18%	-19,835	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Odyssean, LLC 13F CIK 2092853 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,791	0.18%	+31,783	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,797	0.18%	+25,494	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Savarese Noelle Insider CIK 1998024 · May 13, 2026 Director, issuer-wide	37,981	0.16%	+11,737	May 13, 2026	Director, issuer-wide
42	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,317	0.13%	+1,898	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VOYA INDEX PLUS SMALLCAP PORTFOLIO Fund S000008707 · Registered fund · Jun 30, 2026 Voya VARIABLE PORTFOLIOS INC, not summed	27,443	0.12%	+327	Jun 30, 2026	Voya VARIABLE PORTFOLIOS INC, not summed
44	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,443	0.12%	+327	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,485	0.11%	+6,507	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	14,880	0.06%	-1,634	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
45.2	Invesco Russell 2000 Dynamic Multifactor ETF Fund S000064608 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	2,859	0.01%	—	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
46	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,780	0.10%	+3,400	Jun 30, 2026	carried, not yet filed for the newest quarter
47	State of Wyoming 13F CIK 1821626 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	23,482	0.10%	+23,482	Jun 30, 2026	carried, not yet filed for the newest quarter
48	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	20,407	0.09%	+7,982	Jun 30, 2026	EQ Advisors Trust, not summed
49	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,719	0.08%	+19,719	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	19,305	0.08%	+19,305	Jun 30, 2026	carried, not yet filed for the newest quarter

5 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 144 holders

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Key facts CIK 1766478 CUSIP 03464Y108 13F (30d) 10 filings 10 filers Visit website Investor relations